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Livermore
Livermore
ZHEN

BDF-Gestion

SEC CIK
0001632812
Latest filing
Jul 7, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 9, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
147
+4 vs. Q3 2025
Portfolio value
$813.9M
−$26.1M (−3.1%) vs. Q3 2025
Filed
Jan 9, 2026
SEC
Holdings of BDF-Gestion in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
CMICummins IncStock3,913$2.00M0.2%−261−6.3%ReducedHistory
RMDResmed IncCOM8,251$1.99M0.2%−550−6.2%ReducedHistory
TRUTransUnionCOM22,811$1.96M0.2%−1,520−6.2%ReducedHistory
LHLabcorp Holdings Inc.Stock7,642$1.92M0.2%−510−6.3%ReducedHistory
STESTERIS plcSHS USD7,457$1.89M0.2%−497−6.2%ReducedHistory
GWREGuidewire Software, Inc.COM8,969$1.80M0.2%+8,969NewHistory
OCOwens CorningStock16,086$1.80M0.2%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock8,396$1.79M0.2%−560−6.3%ReducedHistory
TEAMAtlassian CorpCL A11,050$1.79M0.2%+11,050NewHistory
DECKDeckers Outdoor CorpCOM17,281$1.79M0.2%−1,152−6.2%ReducedHistory
HONHoneywell International IncCOM9,174$1.79M0.2%−612−6.3%ReducedHistory
CFCF Industries Holdings, Inc.COM23,000$1.78M0.2%+23,000NewHistory
AAgilent Technologies, Inc.COM13,001$1.77M0.2%−867−6.3%ReducedHistory
HUBSHubSpot IncCOM4,324$1.74M0.2%−289−6.3%ReducedHistory
TELTE Connectivity plcStock7,596$1.73M0.2%−507−6.3%ReducedHistory
Genpact LimitedG3922B907CALL36,041$1.69M0.2%00.0%Unchanged–
EQIXEquinix IncCOM2,173$1.66M0.2%−145−6.3%ReducedHistory
PAYXPaychex IncStock14,605$1.64M0.2%−974−6.3%ReducedHistory
OTISOtis Worldwide CorpStock18,746$1.64M0.2%−1,250−6.3%ReducedHistory
HCAHCA Healthcare, Inc.COM3,493$1.63M0.2%−233−6.3%ReducedHistory
CICigna GroupStock5,863$1.61M0.2%−391−6.3%ReducedHistory
ETNEaton Corp plcStock4,952$1.58M0.2%−330−6.2%ReducedHistory
INGRIngredion IncCOM14,213$1.57M0.2%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock7,546$1.56M0.2%−503−6.2%ReducedHistory
JJacobs Solutions Inc.COM11,659$1.54M0.2%−777−6.2%ReducedHistory
VRSKVerisk Analytics, Inc.COM6,722$1.50M0.2%−448−6.2%ReducedHistory
SWKStanley Black & Decker, Inc.COM17,919$1.33M0.2%00.0%UnchangedHistory
Regeneron Pharmaceuticals75886F907COM1,696$1.31M0.2%−114−6.3%Reduced–
APDAir Products & Chemicals, Inc.Stock5,239$1.29M0.2%−350−6.3%ReducedHistory
MSAMSA Safety IncCOM7,854$1.26M0.2%00.0%UnchangedHistory
REGRegency Centers CorpCOM17,341$1.20M0.1%−1,156−6.2%ReducedHistory
ALVAutoliv IncCOM9,947$1.18M0.1%00.0%UnchangedHistory
STXSeagate Technology Holdings plcORD SHS4,262$1.17M0.1%+4,262NewHistory
WDCWestern Digital CorpCOM6,733$1.16M0.1%+6,733NewHistory
ITWIllinois Tool Works IncStock4,511$1.11M0.1%−301−6.3%ReducedHistory
GISGeneral Mills IncStock23,635$1.10M0.1%−1,575−6.2%ReducedHistory
MSCIMSCI Inc.Stock1,865$1.07M0.1%−125−6.3%ReducedHistory
CHDChurch & Dwight Co IncCOM12,694$1.06M0.1%−846−6.2%ReducedHistory
NXPINXP Semiconductors N.V.COM4,239$920.1K0.1%−283−6.3%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A23,649$913.8K0.1%−1,576−6.2%ReducedHistory
WDAYWorkday, Inc.CL A4,090$878.5K0.1%−9,395−69.7%ReducedHistory
DDDuPont de Nemours, Inc.COM20,098$807.9K0.1%−1,340−6.3%ReducedHistory
HUMHumana IncStock2,321$594.5K0.1%−155−6.3%ReducedHistory
MRNAModerna, Inc.Stock19,323$569.8K0.1%−1,288−6.2%ReducedHistory
TROXTronox Holdings plcSHS55,681$232.2K<0.1%00.0%UnchangedHistory
AMTMAmentum Holdings, Inc.COM752$21.8K<0.1%−51−6.4%ReducedHistory
BKTBlackRock Income Trust, Inc.COM NEW4,074––−272−6.3%ReducedHistory

Sold out since Q3 2025 (9)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of BDF-Gestion sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
TJXTJX Companies IncStock43,332$6.26M0.7%History
WFCWells Fargo & CompanyStock41,394$3.47M0.4%History
HOLXHologic IncCOM40,545$2.74M0.3%History
CTSHCognizant Technology Solutions CorpCL A31,089$2.09M0.2%History
FISVFiserv IncStock13,724$1.77M0.2%History
CDWCDW CorpCOM9,969$1.59M0.2%History
BLBlackline, Inc.COM29,860$1.59M0.2%History
PTCPTC Inc.Stock7,266$1.48M0.2%History
BAHBooz Allen Hamilton Holding CorpCL A11,334$1.13M0.1%History